Daniel
Horan
Knights Of Columbus Asset Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Horan is a financial advisor operating in Syracuse, New York with 2 years of industry experience. Horan is an advisor for Knights Of Columbus Asset Advisors LLC. Over the course of their career, they have held roles at Daniel Horan Piano Studio, Knights Of Columbus Insurance and Knights Of Columbus Asset Advisors LLC. Horan has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in New York. Knights Of Columbus Asset Advisors LLC is a firm headquartered in New Haven, CT. The investment advisory business has a total of 189 employees. It administers $26 billion in assets across its 2,359 client accounts, making it one of the largest firms in the country by assets under management. The firm advises nine charitable organizations. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Knights Of Columbus Asset Advisors LLC Brokerage Details
$25,777,552,717
189
2,359
$10,927,322
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Horan Work History
Daniel has been registered as a financial advisor for 2 years.*
Knights Of Columbus Asset Advisors LLC
Knights Of Columbus Insurance
Daniel Horan Piano Studio
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Horan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Knights Of Columbus Asset Advisors LLC
New Haven, CT
Lincoln, NE
Virginia Beach, VA
Anthem, AZ
New Haven, CT
New Haven, CT
Crystal Lake, IL
New Haven, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
